Services
My work is hands-on and implementation-focused working across strategy, operations, impact and technology. I help organizations align their purpose, people, processes and practices to sustain improvement.
Strategic Planning & Organizational Alignment
Clarify priorities, build evaluation frameworks and strategic goals, align resources, and translate strategy into execution.
Organizational Effectiveness & Design
Improve how teams are structured, decisions are made, and accountability is managed to support organizational goals.
Process Improvement & Workflow Design
Reduce operational friction through workflow redesign, process standardization, automation, and continuous improvement.
Technology Strategy & Digital Transformation
Align technology, data, and systems with organizational needs, including Salesforce strategy, systems integration, AI adoption, and technology governance.
Change Management & Transition Leadership
Guide organizations through growth, restructuring, leadership transitions, technology implementations, and other significant organizational changes.
How I Work
Every engagement begins with the same question: where is the gap between where your organization is and where it needs to be?
My work is highly collaborative and operationally grounded. I work closely with leadership and junior staff to understand where friction exists, how decisions are made, and where systems are creating unnecessary burden. My role may include facilitation, operational assessment, workflow redesign, systems implementation, reporting development, or cross-functional coordination support.
Step 1: Discovery
A conversation with the executive director or senior leadership to understand the organization’s current state, immediate pressures, and longer-term goals. No agenda, no pitch. Just questions.
Step 2: Organizational Alignment Assessment
Using a structured diagnostic framework built around four interconnected areas I assess your organization against a clear set of operational expectations. This assessment involves document review, staff conversations, and direct observation where possible.
Each expectation is evaluated on two dimensions: Does it exist? And is it actually being followed? This approach often highlights the gap between top-down decisions and bottom-up reality.
The output is an Organizational Alignment Score with a detailed gap analysis and prioritized recommendations. Think of it as an operational audit – a map, not a judgement.
Step 3: Findings and Prioritization
I present findings to leadership with a clear picture of where the organization is strong, where it is fragile, and where the highest-leverage opportunities for improvement are. We align on priorities together.
Step 4: Engagement Design
Based on findings and priorities, we design the right engagement. That might be a defined project to build a specific system, ongoing fractional operations leadership, a facilitated planning process, or some combination. Scope, timeline, and deliverables are documented before work begins.
Step 5: Implementation
I do not produce reports and disappear. My work is hands-on. I build systems, facilitate processes, develop infrastructure, and work alongside your team to implement what the organization actually needs. Progress is tracked against clear milestones.
Step 6: Sustainability Review
Before an engagement closes, we assess whether the systems and structures built will hold without ongoing support. Where they will not, we plan for it. The goal is always operational independence, not dependency.
I work with a small number of organizations at a time. The work requires genuine attention and presence, and I will not take on more than I can do well. I am direct, specific, and grounded in what is actually achievable given an organization’s resources and capacity. I will tell you what I see, even when it is uncomfortable, because organizations do not improve by avoiding hard conversations.